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- Tasks: Help clients with Wills, Trusts, and Estate Planning while building strong relationships.
- Company: Reputable law firm with a friendly and supportive team culture.
- Benefits: Competitive salary, uncapped commission, flexible working, and excellent company perks.
- Why this job: Make a real difference in clients' lives while growing your career in a dynamic environment.
- Qualifications: Experience in Wills and Trusts, STEP qualifications or Law degree required.
- Other info: Join a busy team with great opportunities for professional development.
The predicted salary is between 36000 - 38000 £ per year.
Position: Senior Private Client Consultant – Wills, Trusts and LPA’s
Salary: £36,000 – £38,000 per annum plus uncapped commission. Excellent all round company benefits
Location: East Grinstead, West Sussex
Hours: Monday – Friday office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites.
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Senior Private Client Consultant Wills, Trusts and LPA’s to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. You will have strong experience of private client-facing experience in the field and will be well-versed in the Will Writing practices and advice.
The Senior Consultant uses their knowledge and skills to help the company improve operations, increase efficiency and support growth.
Duties and responsibilities:- Building and maintaining strong relationships, offering bespoke and empathetic service and support to clients.
- Fluent and able to seamlessly deliver England & Wales Wills and LPAs to clients.
- Fluent and confident in delivering Advanced Service by addressing the correct issues as well as advising and incorporating the correct Trust to meet the client’s needs.
- Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services.
- Strong attention to detail. Exemplary delivery of Standard and Advance Will Drafts and Final Versions.
- Research complex issues and law updates regularly.
- Support the Senior Management team by actively participating in discussions, research, training and brainstorming sessions.
- Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries.
- Help to promote the business to identify and generate new business opportunities.
- Attend client meetings, including home visits and regional trips.
- Strong level of and proven experience in Wills, Trusts, Probate and Estate planning.
- Completed STEP qualifications, CILEX or Law degree from an accredited university.
- Excellent verbal and written communication skills.
- Exceptional client care skills. Empathetic and personable.
- Able to convey complex information in a simple way.
- Confident with managing emails/admin and using MS Office.
- Full UK driving licence (own car not required).
- Based within close commuting distance to East Grinstead for office based days / working.
This is a superb opportunity to join a busy team within a friendly and very successful organisation. For more information regarding this new and exciting Senior Private Client Consultant Wills, Trusts and LPA’s opportunity, please apply now! Short-listing will take place soon – don’t miss out!
Senior Private Client Consultant – Wills, Trusts, Probate and Estate Planning Full TimePermanent in East Grinstead employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Consultant – Wills, Trusts, Probate and Estate Planning Full TimePermanent in East Grinstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who have experience with Wills and Trusts. A friendly chat can lead to valuable insights or even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current laws and practices related to Wills and Estate Planning. We want you to feel confident discussing complex topics in a simple way!
✨Tip Number 3
Showcase your client care skills during interviews. Share examples of how you've built strong relationships and provided empathetic support to clients in the past. This is key for a role like this!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Private Client Consultant – Wills, Trusts, Probate and Estate Planning Full TimePermanent in East Grinstead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Private Client Consultant role. Highlight your experience with Wills, Trusts, and Estate Planning, and don’t forget to showcase any relevant qualifications like STEP or CILEX.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your client care skills and how you can contribute to the team’s success at our reputable firm.
Showcase Your Communication Skills: Since excellent verbal and written communication skills are key for this position, make sure your application reflects that. Keep your language clear and professional, and avoid jargon unless necessary.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at First Recruitment Services
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Estate Planning. Familiarise yourself with the latest laws and practices in England & Wales, as well as any recent updates that might affect your role. This will not only show your expertise but also your commitment to staying informed.
✨Showcase Your Empathy
As a Senior Private Client Consultant, you'll need to demonstrate exceptional client care skills. Prepare examples of how you've built strong relationships with clients in the past, especially in sensitive situations. Being personable and empathetic can set you apart from other candidates.
✨Prepare for Complex Scenarios
Expect questions about complex issues you might face in this role. Think of specific cases where you had to research or resolve complicated matters. Be ready to explain your thought process and how you arrived at your solutions, showcasing your analytical skills.
✨Engage with the Team
Since you'll be supporting and mentoring other consultants, be prepared to discuss your teamwork and leadership experiences. Highlight times when you contributed to team discussions or training sessions, showing that you're not just a lone wolf but a collaborative team player.
